Installer Guides

Marketo

Connecting Marketo to LightBeam

Overview

LightBeam Spectra users can connect various data sources to the LightBeam application and these data sources will be continuously monitored for PII, PHI data.

Example: Marketo, Salesforce, Hubspot, ADP, etc.

Connecting Marketo Data Source

  1. Login to your LightBeam Instance.

  2. Click on DATASOURCES on the Top Navigation Bar.

  3. Click on “Add a data source”.

Figure 1. Add Data Source

  1. Search for “Marketo”.

Figure 2. Search Marketo

  1. Click on Marketo.

Marketo
Figure 2.1 Marketo Datasource

  1. Fill in the details as shown below and click on Next:

Basic Information

  • Data Source Name: This is the unique name given to the data source.

  • Description: This is an optional field needed to describe the use of this data source.

  • Primary Owner: An email address of who is responsible for this data source and in case of alerts this email ID will get alerts by default.

  • Entity Creation: LightBeam Spectra detects and associates attributes based on the context and identifies whose data it is; these are called as entities. Example: Jane Doe is an entity for whom LightBeam Spectra might have detected Name and SSN in a monitored data source.

  • Source of Truth: LightBeam Spectra includes monitored data sources that serve as a single point of truth. These sources are utilized for looking up entities/attributes to verify the accuracy of attributes/entities discovered in other data sources. By using a Source of Truth dataset, entities are formulated based on the attributes present in the data.

  • Location: The location of the data source is indicated here.

  • Purpose: The purpose of why the data is being collected/processed.

  • Stage: The stage of the data source. Example: Source, Processing, Archival, etc.

Figure 3. LightBeam Marketo - Basic Information

Datasource Configuration

  1. Provide the credentials as shown below and click on Test Connection.

Figure 4. LightBeam Marketo - Connection Details

  1. Verify that you get the message “Test Connection Success”.

  2. Click on Save.

Now we are ready to browse through the onboarded Marketo datasource dashboard.

Note: To get the Marketo data source details please check Appendix.

Appendix

Create an API-only Marketo User Role

  1. Navigate to the Admin section in the top navigation menu.

Fig. 5: LightBeam Marketo - Accessing Admin Section

  1. Click on Users & Roles.

Fig. 6: LightBeam Marketo - Users & Roles Option

  1. Select the Roles tab, then click New Role.

Fig. 7: LightBeam Marketo - Adding New Role

  1. Enter a Role Name, choose API access permission, and click Create.

Fig. 8: LightBeam Marketo - Role Creation

Create an API Only User

  1. Access the Admin area.

Fig. 9: LightBeam Marketo - Admin Area for User Creation

  1. Select Users & Roles.

Fig. 10: LightBeam Marketo - Users & Roles Selection

  1. Click Invite New User.

Fig. 11: LightBeam Marketo - Inviting New User

  1. Enter Email, First Name, Last Name for the API only user, click Next.

Fig. 12: LightBeam Marketo - New User Details

  1. Choose the API Only Role, tick the API Only checkbox, click Next.

Fig. 13: LightBeam Marketo - API Only Role Selection

  1. Click Send.

Fig. 14: LightBeam Marketo - Sending Invitation

Create Custom Service

  1. Visit the Admin area.

Fig. 15: LightBeam Marketo - Admin Area for Service Creation

  1. Click on LaunchPoint.

Fig. 16: LightBeam Marketo - LaunchPoint Section

  1. Click on New and then New Service.

Fig. 17: LightBeam Marketo - New Service Option

  1. Enter a Display Name for the service. Select the API Only User previously created.

Fig. 18: LightBeam Marketo - Service Details

  1. Click Create.

Fig. 19: LightBeam Marketo - Finalizing Service Creation

Credentials for API Access

  1. Go to the Admin area.

    Fig. 20: LightBeam Marketo - Admin Area for API Credentials

  2. Click on LaunchPoint.

Fig. 21: LightBeam Marketo - LaunchPoint Access

  1. Click View Details for the custom LaunchPoint service created above.

Fig. 22: LightBeam Marketo - Viewing Service Details

  1. Click Get Token.

Fig. 23: LightBeam Marketo - Token Retrieval

  1. Provide the Client Id, Client Secret, Authorized User, and Token to the person in charge of establishing the connection.

Fig. 24: LightBeam Marketo - API Credentials

Marketo Domain URL: Refer to Marketo's Base URL Documentation.

[Optional] Create an Allowlist for IP-Based API Access

  1. Go to the Admin area.

Fig. 25: LightBeam Marketo - Admin Area for IP Allowlist

  1. Click on Web Services.

Fig. 26: LightBeam Marketo - Web Services Option

  1. In IP Restrictions, click Edit or click Edit IP Restrictions at top left.

Fig. 27: LightBeam Marketo - Editing IP Restrictions

  1. Check the Enable IP Restrictions box and enter the IP addresses you want to add to the Allowed Addresses list.

Fig. 28: LightBeam Marketo - Enabling IP Restrictions

  1. Click Add to open additional fields to enter more IP addresses.

Fig. 29: LightBeam Marketo - Adding Additional IPs

  1. Click Save.

Fig. 30: LightBeam Marketo - Saving IP Allowlist Settings

With these steps completed, you will have all the required configuration parameters like Client Id, Client Secret, and Domain URL to onboard the Marketo data source to LightBeam.

About LightBeam

LightBeam automates Privacy, Security, and AI Governance, so businesses can accelerate their growth in new markets. Leveraging generative AI, LightBeam has rapidly gained customers’ trust by pioneering a unique privacy-centric and automation-first approach to security. Unlike siloed solutions, LightBeam ties together sensitive data cataloging, control, and compliance across structured and unstructured data applications providing 360-visibility, redaction, self-service DSRs, and automated ROPA reporting ensuring ultimate protection against ransomware and accidental exposures while meeting data privacy obligations efficiently. LightBeam is on a mission to create a secure privacy-first world helping customers automate compliance against a patchwork of existing and emerging regulations.

For any questions or suggestions, please get in touch with us at: [email protected].

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